Release Claimed Items - Intergraph Smart Instrumentation - Help

Intergraph Smart Instrumentation Help

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Intergraph Smart Instrumentation
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Smart Instrumentation Version
13.1

The procedures below allow you to release active items claimed to a current project from the following locations:

Release Items From the Project, using the Project To Do List - History Buffer

  1. From the menu bar, select Tools > Project To Do List - History.

  2. Select PTDL Scope History (History Scopes) from the toolbar.

  3. In the History - Find Items dialog, select an item, or several items (use the Ctrl key to select multiple items).

  4. In the Buffer, view your selected items, and select the (Release Claim), from the toolbar.

A notification in the ribbon informs you whether the release executed successfully, or not. Items are displayed as inactive in the Domain Explorer (open on a project). The change can be viewed after selecting Refresh, in the Domain Explorer.

Release deleted Items from the Project, using the Project To Do List - Delete Items

  1. With the Domain Explorer open on a project, from the menu bar, select Tools > Project To Do List .

  2. Select the As-Built/Project Center.

  3. From the Project To Do List main window, select the Delete Items tab.

  4. Select an item (Tag, Instrument, Loop), right-click and from the shortcut menu select the (Release Claim).

Release Claimed Items from the Domain Explorer

  1. From the Domain Explorer, open on a project, select an item folder to display the items.

  2. In the tree view pane, right-click a specific item, and on the shortcut menu, select Project Activities > Item Origin.

  3. In the Item Origin dialog, select Release Claim.

  4. Select the Scope History button in the Item Origin dialog, to display a detailed grid view of the related items listed in the Item Origin.

Release Claimed Items from the Engineering Data Editor

You can open an EDE View, when logged into As-Built/Project Center, or when logged into a project where an EDE View already exists in your current project.

  1. From the menu bar, select EDE.

  2. Double click an EDE View.

  3. Select an item (Tag, Instrument, Loop), right-click and from the shortcut menu select Project Activities > Item Origin.

  4. In the Item Origin dialog, select Release Claim.

When releasing a claimed cable with routing data, from a project, the following happens:

  • When a cable with routing data, was claimed from As-Built/Project Center, the released cable becomes inactive in the project and the routing data returns to the As-Built/Project Center.

  • When a cable with routing data was created in a project and then claimed to another project, one of the following scenarios can happen:

    • If an active cable also exists in another project, the released cable becomes inactive and the routing data moves to the active cable in the other project.

    • If there is more than one project with the active cable, then the software moves the routing data to the project where the active cable was created.

    • If there are no active cables in other projects, then the cable becomes inactive and the routing data is disabled.

The following scenarios prevent a release claim:

  • A root item claimed to a project with related drawings (such as drawings, Enhanced Report Utility drawings, loop drawings), can only be released if no additions were made to the drawings while the item is present in the project. Any structural changes made to the item while it's in the project (for example: change to a related item, or to a related document) are considered a scope change, and prevent the release of the root item.

  • In certain scenarios, an instrument that gets claimed to the same project for a second time, can disable the option to release claim the instrument that was previously claimed. If changes or additions occurred to the instrument already in the project (or to its related items), a reclaim of that instrument does not overwrite the existing instrument. For example, if you associate a loop and line to an instrument while it is in a project (a piping port is recorded as an association to the line). When you later claim the same instrument from As-Built/Project Center to the same project again, any attempt to release it will fail.